Let your legacy grow at Retreat Farm

Make a Gift
for Generations to Come

When you include Retreat Farm in your estate or long-term financial plans, you ensure the landscapes, learning, and connection we foster today can thrive far into the future. Planned gifts can offer powerful financial benefits for you and your loved ones—while making a lasting difference for the land, animals, and people who call Retreat Farm home.

WAYS TO LEAVE A LEGACY

GIFTS BY WILL OR TRUST

One of the easiest and most impactful ways to support Retreat Farm is by including us in your will or living trust. A bequest allows you to retain full control of your assets during your lifetime and modify your gift at any time.

To include Retreat Farm in your will, please follow these easy steps:

  • Seek the guidance and advice of your financial or legal advisor.

  • Should you wish to include Retreat Farm in your estate plans, we recommend the following language:

    • “I give [percentage of my estate/ $ amount/ specific asset] to Retreat Farm, a nonprofit organization located in Brattleboro, Vermont, for its general purposes.”

PLANNED GIFTS

Planned giving can be surprisingly flexible. You can make a meaningful gift that fits your needs—providing for your family, reducing taxes, maintaining income during your lifetime, and preserving the values you hold dear. Many options cost you nothing today, and all leave a legacy of purpose and generosity.

CHOOSING THE GIFT THAT IS RIGHT FOR YOU

Planned giving can be surprisingly flexible. You can make a meaningful gift that fits your needs—providing for your family, reducing taxes, maintaining income during your lifetime, and preserving the values you hold dear. Many options cost you nothing today, and all leave a legacy of purpose and generosity.

GIFTS OF SECURITIES

Gifts of stock, mutual funds, or bonds are an excellent way to maximize the benefit of a contribution to Retreat Farm, while providing you with significant tax benefits. You can make gift of appreciated securities to Retreat Farm while avoiding capital gains tax. To the extent provided by law, the donation is fully tax-deductible at the total appreciated value of the stock at the time of the transfer.

Next steps:

Step 1: Give your financial broker this information to donate stocks

Step 2: Please let us know who you are so we can thank you. If you or your broker doesn’t tell us about the gift, we won’t know who gave it (names are not included in the wire transfer to our broker). Please fill out our securities transfer form or contact us at info@retreatfarm.org.

MATCHING GIFTS

Double the impact of your donation with a matching gift from your employer. Many companies match their employees’ charitable contributions. Check with your HR department to see if your company offers a matching gift program and follow their instructions to maximize your support for Retreat Farm.